Joseph G. Schultz
Directeur Général chez American Century Investment Management (UK) Ltd.
Profil
Mr. Joseph G.
Schultz, CFA, is a Senior Vice President & Chief Client Officer at American Century Investment Management (UK) Ltd.
He is on the Board of Directors at Money Management Institute.
In his current role, he is responsible for building and leading the money manager's global institutional business development.
He oversees client relationship teams based in the U.S., London and Hong Kong and is a member of American Century Investments' Management Committee, the firm's senior leadership group.
He joined the firm in 2013 as head of Intermediary Sales.
In that role, Mr. Schultz was responsible for the firm's distribution relationships and business development.
He has worked in the financial industry since 1994.
Previously, Mr. Schultz was managing director at Goldman Sachs Asset Management.
His various roles included head of U.S.
Broker Dealer Sales and head of Global Strategic Relationship Management, with responsibility for managing distribution relationships with the firm's largest clients around the world.
Prior to Goldman Sachs, he was senior vice president and director of Sales and Distribution for Prudential Financial.
He joined Prudential from PaineWebber, Inc.
He graduated from Fordham University with a bachelor's degree in finance and economics.
He is a CFA charterholder.
He is a member of AIMR-N.Y.
Society of Security Analysts, the ICI Distribution and Marketing Committee and a board member and former chairman of the Money Management Institute.
Postes actifs de Joseph G. Schultz
| Sociétés | Poste | Début |
|---|---|---|
American Century Investment Management (UK) Ltd.
 American Century Investment Management (UK) Ltd. Investment ManagersFinance American Century Investment Management (UK) Ltd. (American Century UK) is the Great Britain-based investment management subsidiary of American Century Investment Management International Ltd., which is owned by American Century Cos., Inc. Headquartered in London, the firm was founded by Michael S. Green in 2008. American Century UK manages a comprehensive range of investment strategies for financial intermediaries, institutions and individual investors. They are a socially responsible investor which seeks to help others and build a strong community. | Directeur Général | 07/02/2018 |
Anciens postes connus de Joseph G. Schultz
| Sociétés | Poste | Fin |
|---|---|---|
Basso Capital Management LP
 Basso Capital Management LP Investment ManagersFinance Basso Capital Management LP (Basso) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2003 by Howard Fischer and Dwight Nelson. Basso provides discretionary and non-discretionary advisory services to family offices on behalf of high-net-worth individuals, families and their associated entities. | Directeur des opérations | 31/05/2010 |
Money Management Institute
 Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Directeur/Membre du Conseil | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Basso Capital Management LP
Basso Capital Management LP Investment ManagersFinance Basso Capital Management LP (Basso) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2003 by Howard Fischer and Dwight Nelson. Basso provides discretionary and non-discretionary advisory services to family offices on behalf of high-net-worth individuals, families and their associated entities. | Finance |
Money Management Institute
Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Finance |
American Century Investment Management (UK) Ltd.
American Century Investment Management (UK) Ltd. Investment ManagersFinance American Century Investment Management (UK) Ltd. (American Century UK) is the Great Britain-based investment management subsidiary of American Century Investment Management International Ltd., which is owned by American Century Cos., Inc. Headquartered in London, the firm was founded by Michael S. Green in 2008. American Century UK manages a comprehensive range of investment strategies for financial intermediaries, institutions and individual investors. They are a socially responsible investor which seeks to help others and build a strong community. | Finance |
